BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.81M
3
+$4.24M
4
SLB icon
SLB Ltd
SLB
+$2.18M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$17.5M
2
+$13.6M
3
+$9.29M
4
HAIN icon
Hain Celestial
HAIN
+$5.39M
5
JAH
JARDEN CORPORATION
JAH
+$5.36M

Sector Composition

1 Financials 16.93%
2 Healthcare 13.57%
3 Technology 13.46%
4 Consumer Discretionary 10.79%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7K ﹤0.01%
+179
427
$7K ﹤0.01%
+100
428
$7K ﹤0.01%
+720
429
$7K ﹤0.01%
+200
430
$6K ﹤0.01%
+115
431
$6K ﹤0.01%
+100
432
$6K ﹤0.01%
+50
433
$6K ﹤0.01%
+38
434
$6K ﹤0.01%
+200
435
$6K ﹤0.01%
+630
436
$6K ﹤0.01%
+496
437
$5K ﹤0.01%
+210
438
$5K ﹤0.01%
+166
439
$5K ﹤0.01%
+150
440
$4K ﹤0.01%
100
-2,965
441
$4K ﹤0.01%
+98
442
$4K ﹤0.01%
+250
443
$4K ﹤0.01%
+70
444
$4K ﹤0.01%
+75
445
$4K ﹤0.01%
+50
446
$4K ﹤0.01%
+38
447
$4K ﹤0.01%
+27
448
$4K ﹤0.01%
+150
449
$4K ﹤0.01%
+98
450
$4K ﹤0.01%
45
-1,361
16 17
18
19 20